Sanford DeLand Asset Management

Sanford DeLand Asset Management is a UK-based investment firm specializing in business perspective investing in UK small and mid-cap companies. Their investment philosophy centers on identifying companies with strong competitive positions and sustainable business models. They focus on companies that they believe will remain viable in their current form for the long term, avoiding sectors they consider unsustainable, such as Oil & Gas and Mining.

The firm's investment strategy involves a thorough assessment of the markets served by potential investee companies, evaluating factors like market growth, stability, and the predictability of future earnings. They also consider the company's operational excellence, competitive positioning, and the alignment of management's actions with the interests of all stakeholders. This comprehensive approach aims to ensure that investments are made in companies with enduring business models and strong market positions.

Sanford DeLand Asset Management formalized its Environmental, Social, and Governance (ESG) process in 2020 by introducing a proprietary scorecard that evaluates performance against 15 ESG criteria. This assessment is conducted annually for both existing and potential holdings, guiding engagement with companies and informing voting decisions at general meetings. In May 2021, the firm became a signatory to the UN Principles for Responsible Investment, reflecting its commitment to integrating ESG factors into investment decision-making processes.